Tax Planning
Tax planning looks at filings before the year closes rather than after. McNeel CPA reviews your current situation, discusses the filing requirements and elections that apply, and explains how decisions you are considering would be reported.
- Business owners considering a change in structure or activity
- Individuals expecting a significant change in income
- Owners deciding on equipment or asset purchases
- Filers who want to understand estimated tax obligations
- Anyone who was surprised by a prior-year balance due
- Review of your current-year situation and prior filings
- Discussion of filing requirements and elections that apply
- Explanation of how a decision you are considering would be reported
- Discussion of estimated tax obligations and payment timing
- Identification of records to maintain during the year
- Coordination of the plan with your eventual return preparation
What we commonly need from you
The exact list depends on your situation. Our office will confirm what applies before work begins.
- Most recent tax return
- Current-year income and expense information to date
- Details of the decision or change you are weighing
- Payroll and entity details, for business planning
- Records of estimated payments already made
- Any expected changes in ownership, employment, or activity
How the process works
- 1Submit an inquiry through the form on this page, or call the office.
- 2We review your request and contact you by the method you selected.
- 3We discuss the scope, confirm whether the firm can assist, and explain how to provide records through an approved method.
- 4We provide a quote after review, and the work begins once you accept it.
Pricing
Pricing varies based on the forms involved, number and type of entities, condition of the records, filing history, payroll size, bookkeeping volume, state requirements, and level of assistance requested. A final quote is provided after review.
Availability and limitations
Remote service is available for this work depending on what is required to complete it. Our office will confirm during review.
McNeel CPA has two physical Mississippi offices. The Philadelphia office accepts walk-ins during regular business hours. The Louisville office is available by appointment only — call 662-773-8289 before traveling. Service areas listed elsewhere on this site are not physical offices.
McNeel CPA does not promise a refund amount, a reduced balance, removal of penalties or interest, or any other specific outcome. See our Tax & Results Disclaimer.
Frequently asked questions
Will planning reduce what I owe?
We do not promise a reduction or any specific outcome. Planning helps you understand the requirements and consequences that apply before decisions are made, so filings are not a surprise.
When is the best time for planning?
Before the year closes, since most decisions must be made while the year is still open. Planning discussions during filing season are limited by the firm's seasonal workload.
Is planning available if you do not prepare my return?
Discuss it with the office. We would review your prior return and the scope you are asking about, then confirm whether the firm can assist.
What does planning cost?
Pricing varies based on the forms involved, number and type of entities, condition of the records, filing history, payroll size, bookkeeping volume, state requirements, and level of assistance requested. A final quote is provided after review.
Philadelphia office and service-area inquiries: 601-656-5568. Louisville office: 662-773-8289, by appointment only.
Call 601-656-5568Call Louisville: 662-773-8289